Estate Planning Assistant
4 days ago
We are seeking an experienced Estate Planning Assistant to join our team as a Legal Administrative Assistant in the Private Client area. In this role, you will provide critical support to attorneys and paralegals in preparing client legal documents, correspondence, and other administrative tasks.
This position offers a competitive salary between $60,000 and $74,000 per year, plus overtime and benefits. The ideal candidate will have a minimum of two years of legal administrative support experience, preferably three to five years, and prior experience with estate planning and tax legal language is preferred.
Responsibilities:
- Support attorneys in the preparation of client legal documents.
- Produce, edit, and format correspondence and estate planning documents in a timely manner.
- Maintain client and general files, requesting conflict of interest reports and opening new clients and/or matters.
- Coordinate administrative tasks specific to the practice area, including data gathering and summarization for reporting.
- Process client billing statements and ensure attorney timesheets are entered and released in a timely manner.
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St Louis, Missouri, United States AMS Staffing, Inc. Full timeJob OverviewThe Legal Administrative Assistant will provide exceptional support to attorneys and paralegals in our highly productive private client (estate planning) practice group. To succeed in this position, you must possess excellent organizational and communication skills and be able to work in a team-oriented, fast-paced environment.Key...
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Estate Planning Strategist
3 days ago
St Louis, Missouri, United States Edward Jones Full timeJob Overview\Entities include complex estate planning strategies for High Net Worth clients and may impact the regulatory environment. As a Senior Estate Strategist, you will support financial advisors and deliver high-quality advice, planning, products, and services to meet our HNW client's wealth management and estate planning needs.\\Serve as an estate...
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St Louis, Missouri, United States UB Greensfelder LLP Full timeAbout the RoleThis position involves working on estate planning, tax, and probate matters for our clients.Key ResponsibilitiesPrepare and file tax returns for individuals and trusts.Assist with trust administration, including funding and notice procedures.Prepare basic estate planning documents and related trust funding.Assist with probate administration,...
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Senior Estate Planning Coordinator
3 days ago
St Louis, Missouri, United States UB Greensfelder LLP Full timeUB Greensfelder LLP, a full-service law firm with nine office locations, seeks a skilled Legal Administrative Assistant for its Trusts & Estates Practice Group in the St. Louis office.Key ResponsibilitiesPrepare, edit, and proofread estate planning documents for internal and client distribution using technical skills and attention to detail.Elevate...
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High Net Worth Estate Planning Expert
4 weeks ago
St Louis, Missouri, United States Edward Jones Full timeAbout Edward JonesAt Edward Jones, we are committed to building a place where everyone feels like they belong. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance...
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Trusts and Estates Assistant
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St Louis, Missouri, United States UB Greensfelder LLP Full timeServe as a vital support member for our Trusts & Estates Practice Group in the St. Louis office at UB Greensfelder LLP, a dynamic law firm with multiple locations.Core AccountabilitiesCreate high-quality estate planning documents by preparing, editing, and proofreading for distribution to both internal teams and clients.Streamline operations by efficiently...
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Senior Financial Planner Estate
2 days ago
St Louis, Missouri, United States Edward Jones Full timeComplex Estate Planning Expertise\- As a Senior Estate Strategist, you will leverage deep subject matter expertise in complex estate planning for High Net Worth clients and partner with various internal stakeholders and service providers to bring forward holistic strategies and solutions to meet client goals. You will also leverage relationships with, and...
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St Louis, Missouri, United States AMS Staffing, Inc. Full timeJob SummaryWe are hiring a seasoned Legal Administrative Assistant to support our Private Client Practice Group. This role requires a detail-oriented individual with experience in estate planning and tax law. If you have a passion for providing exceptional administrative support and working in a dynamic team environment, we encourage you to...
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Strategic Wealth Planning Professional
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Assistant Property Management Coordinator
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Trusts & Estates Coordinator
1 day ago
St Louis, Missouri, United States UB Greensfelder LLP Full timeWork EnvironmentOur work environment is business casual, and we offer a collaborative team atmosphere. We value diversity and cultivate an equitable and inclusive environment where all employees can thrive.ResponsibilitiesThis role will involve:Preparing, editing, and proofreading various estate planning documents for internal and client...
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Real Estate Transaction Coordinator
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Real Estate Transaction Management Professional
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Real Estate Construction Project Manager
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Wealth Planning Attorney
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St Louis, Missouri, United States LHH Full timeAs a trusts & estates attorney with our law firm, you will have the opportunity to work on a wide range of complex transactions and build relationships with partners across the firm's practice group.Key Responsibilities:Tax planning and advice for high-net worth individuals and families.Researching and analyzing tax issues related to various types of...
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St Louis, Missouri, United States Reconnect Real Estate Full timeAbout the RoleWe are seeking a skilled South St. Louis City Asset Management Associate to join our team at Reconnect Real Estate. In this role, you will collaborate with the Property Manager to ensure seamless property management operations, provide exceptional customer service, and support the coordination of various tasks.Your key responsibilities will...
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Multifamily Property Coordinator
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St Louis, Missouri, United States Reliant - The Estates of Spanish Lake Full time**Job Overview:**We are seeking a skilled Physical Therapist Assistant to join our team at Reliant - The Estates of Spanish Lake. This is an exciting opportunity for a motivated individual to work in a dynamic environment and make a real difference in the lives of our clients.**Compensation Package:*** Estimated Salary:*$1045.85 per week* We offer a...